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Exploring The New Forum Website for KM Partners

May 2024

Recordings of KM Office Hours on 5/1/24 and 5/15/24 where we explored the new Forum Drupal 10 website, the development process and features and functionality in the KM Collaborative's Drupal Distribution. 

Salesforce Reports and Dashboards Demo

April 2024

During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy. 

Using Dataloader.io for Salesforce Demo

March 2024

During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.  

Using Email Templates and Template Builder in Salesforce

November 2023

This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

Source:
United Philanthropy Forum

Intro to Salesforce Training

September 2023

This is a recording of the KM Collaborative's September 6, 2023 Office Hours call featuring the Intro to Salesforce Training.

Management Tools and Practices

May 2023

2023 KM Users Group session: Management Tools and Practices. While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.

Source:
United Philanthropy Forum

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